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Steward Partners Investment Advisory’s Alta Equipment Group ALTG Stock Holding History

Steward Partners Investment Advisory’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$938 Hold
145
– – ﹤0.01% 4394
2026
Q1 		$779 Hold
145
– – ﹤0.01% 4221
2025
Q4 		$667 Sell
145
-5,386
-97% -$29.6K ﹤0.01% 4127
2025
Q3 		$40K Sell
5,531
-906
-14% -$7.04K ﹤0.01% 2711
2025
Q2 		$40.7K Sell
6,437
-20,727
-76% -$105K ﹤0.01% 2582
2025
Q1 		$127K Sell
27,164
-17,359
-39% -$108K ﹤0.01% 1881
2024
Q4 		$291K Buy
44,523
+7,597
+21% +$53K ﹤0.01% 1429
2024
Q3 		$249K Buy
36,926
+13,400
+57% +$103K ﹤0.01% 1416
2024
Q2 		$189K Buy
23,526
+14,136
+151% +$143K ﹤0.01% 1474
2024
Q1 		$122K Buy
9,390
+876
+10% +$10.1K ﹤0.01% 1661
2023
Q4 		$105K Buy
8,514
+2,939
+53% +$31.7K ﹤0.01% 1676
2023
Q3 		$67.2K Buy
5,575
+3,666
+192% +$54.8K ﹤0.01% 1769
2023
Q2 		$33.1K Buy
+1,909
New +$28.2K ﹤0.01% 2056

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3B AUM 119.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's ALTG Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Alta Equipment Group (ALTG) position steady in Q2 2026 at 145 shares worth $938. The position accounts for ﹤0.01% of the portfolio, ranked #4394.

Steward Partners Investment Advisory first reported a position in ALTG in Q2 2023 and has held it in 13 quarters since. The position peaked at $291K in Q4 2024. 122 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Steward Partners Investment Advisory held 145 shares of Alta Equipment Group worth $938 as of Q2 2026.
  • Steward Partners Investment Advisory left its Alta Equipment Group share count unchanged in Q2 2026.
  • Alta Equipment Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4394 holding.
  • Steward Partners Investment Advisory first reported a position in Alta Equipment Group in Q2 2023 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's Alta Equipment Group position peaked at $291K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.